Financial office seeking mature and experienced (3+ years of recent experience) administrative Assistant with a stable work history. Must be organized and proficient in Microsoft Office. Ability to handle confidential information with care and professionalism.
Must be a self-starter and have an eye for details. Must be a good communicator as you will be communicating with multiple clients via email and via telephone.
Essential Attributes
1. Punctual and able to meet deadlines
2. Strong work ethic
3. Self-starter and independent
4. Extrovert personality highly desired (People-person)
5. Proactive in meeting client needs and solving problems
6. Coachable; desire to learn and develop professionally
7. Detail-oriented
8. Accurate and efficient in performing tasks.
9. Ability to communicate clearly and concisely, verbally and in writing, in English.
10. Proficient with Microsoft Word, Microsoft Excel, and Microsoft Office
11. Proficient with technology and cloud applications like google docs, google drive, Dropbox, paperless office, multiple monitors, managing files on a server, etc.
General Office Responsibilities
1. Answers telephone calls in English/Spanish
2. Schedules appointments and maintains appointment calendars for principals.
3. Communication with clients via email and telephone (proper grammar and professional demeanor is a must)
4. Outbound calling to request information (non-sales)
5. Ability to manage a variety of spreadsheets with internal tracking information
Qualified candidates, please apply at:
https://iacpa.wufoo.com/forms/w1c35i7i0rk0nyw/